BECOMING AN INCOME PLANNING EXPERT
Four Lessons
Lesson One: What is a safety first retirement plan?
In this lesson, Wade D. Pfau, Ph.D., CFA and WealthVest’s president, Wade Dokken, uncover the retirement income challenge, dive into the philosophy of a safety first school of thought for retirement income planning, and unveil how fixed income assets fit within a safety first retirement plan.
Lesson Two: How to incorporate stocks and diversified investment portfolios into a safety-first retirement
In part two of this series, Dr. Pfau and Wade Dokken, discuss the third and fourth chapters of the book covering the incorporation of stocks, diversified investment portfolios and income annuities into a safety first retirement plan.
Lesson Three: How to add Annuities and Life Insurance to a safety-first retirement plan
In part three of this series, Dr. Pfau and Wade Dokken, discuss the fifth, sixth and seventh chapters of the book covering the incorporation of variable annuities, fixed index annuities, and life insurance into a diversified portfolio.
Lesson Four: How to Fit Income Annuities, and the Ideal Product Allocation for Retirement
In part four of this series, Dr. Pfau and Wade Dokken, cover chapters eight and nine, how to fit income annuities into a financial plan, and the ideal product allocation for retirement.
You made it through the series, complete the training with your copy of the book.
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